Financial Education Library for Dentists

Our financial education library is filled with dental-specific insights on investing, retirement planning, personal finance, tax management, insurance, debt management, profitability, and other financial topics. Explore our collection of articles, courses, podcasts, videos, and eGuides.

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Navigating the Housing Market

Last week I wanted to do a quick check-in on the state of the stock market. This week I figured...

What Dentists Want to Know — Listener Q&A #28 – Episode #355

With inflation and rising interest rates, the economy has become front page news and people are asking about what they...
Topics: Advisors, Investing

A Litmus Test to Avoid Self-Serving Advisors – Episode #354

The right advisor can play a pivotal role in helping you make smart financial decisions. But how can you know...
Topics: Advisors

A Dentist’s Guide to the Student Debt Relief Plan

Join Ryan Isaac, CFP® Senior Advisor, and Taylor Sutterfield, CFP® Financial Advisor, for discussion about refinancing, budgeting, forgiveness eligibility, and...
Topics: Debt & Financing

It’s Time to Talk Divorce – Episode #352

Divorce has legal, financial, property, and custody issues that can seem so complicated—and deeply emotional—that people avoid talking about it....
Topics: Practice Transitions

Should You Give Up a Low Mortgage Rate For a New House?

The housing market continues to be interesting to me. As most people are aware, over the past couple of years...

Snap Decisions that Create Money Troubles – Episode #351

Outside sources are constantly bombarding our brains with a barrage of information intended to influence us to make snap decisions....
Topics: Behavioral Finance

How to Save for Kids’ College

Since the turn of the century, the cost of college in the U.S. has risen at nearly 2.5x the rate...
Topics: Saving

When is the Right Time to Hire a Financial Advisor?

Join Ryan Isaac, CFP Senior Advisor, and Taylor Sutterfield, CFP Financial Advisor, for discussion on the benefits, red flags, and...
Topics: Advisors

Dentist Money Reads the News – Episode #348

Can you really know what’s best for your financial health when the media skews the truth to improve ratings and...
Topics: Behavioral Finance

Real Talk with Rabih: How Does the President Impact the Market? – Episode #346

  The President has what has been called the toughest job in the world. But how much do his decisions...
Topics: Behavioral Finance

Avoiding Bad Decisions During a Bear Market – Episode #343

When the stock market looks to be spiraling down, should you stop investing then watch from the sidelines and start...
Topics: Investing